DISCLOSURE SERVICES
Special District/Municipal District Disclosure
Continuing Disclosure
Property Tax Data
Litigation Support
The increased use of special districts, municipal districts, and other property taxes throughout the United States has created an even greater need for the beneficiaries. These property tax burdens can be tricky and complex relative to the economic costs that obligates the beneficiaries. Oftentimes, we review disclosures that over simplify the economic cost to the beneficiary and fail to properly disclose an accurate picture of the economic obligations that apply to such beneficiary. As the cost of providing services and public improvement for new development increases so does the cost to the beneficiaries or end users, and this by definition increases the importance of providing accurate disclosure. Improper disclosure can lead to costly litigation for the parties involved. DPFG Disclosure Services, Inc. consultants have extensive experience in this area.
DISCLOSURE SERVICES
- Monitor Disclosure reporting dates or due dates
- Prepare continuing disclosure reports
- Review relevant engineering calculations
- Prepare a residential property tax report
- Prepare preliminary disclosure reports
- Prepare notices of special tax
- Review title reports and resolve discrepancies
- Review tentative maps, final maps and lot closure information
- Summarize all property tax bill items that will apply to a buyer
- Document the maximum obligations that could apply to a buyer
- Update development project information and resolve inconsistencies
- Review and calculate acreage information, when applicable
- Review or prepare all disclosure documents relative to the property tax bill items that will apply to a buyer
- Investigate any forthcoming changes in special districts or municipal districts that could change a buyers cost
